See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $257,774 | $159,901+61.2% | $146,958+75.4% | $145,922+76.7% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 19.15% | 98.13%-79.0pp | 418.34%-399.2pp | 561.29%-542.1pp |
| Employer contribution / active EE | $863 | $5,286-83.7% | $4,933-82.5% | $4,660-81.5% |
| Participant deferral / active EE | $7,358 | $8,428-12.7% | $8,070-8.8% | $6,688+10.0% |
| Admin fee / account holder | $1,144 | $15,044-92.4% | $12,998-91.2% | $13,397-91.5% |